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Administrator Guide
Last Updated: 2023-06-23
Example: Position-Based Accrual

Example: Position-Based Accrual

This example demonstrates how to set up an accrual based on a single position.
Maria holds 2 positions in your company. For every 16 hours she works in her primary position in a pay period, she accrues 1 hour of time off. You need to configure an accrual so that it calculates based on the number of hours reported to payroll in a pay period for Maria's primary position only.
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Absence Specific)
     domain in the Time Off and Leave functional area.
  1. Create an instance set comparison calculation that identifies payroll result lines as regular or overtime pay.
    1. Access the
      Create Instance Set Comparison Calculation
       task.
    2. As you complete the task, consider:
      Field
      Value
      Name
      Pay Component is Hourly or Overtime Pay
      Category
      Absence
      Source Field
      Pay Component for Workday Payroll Related Payroll Result Line
      Relational Operator
      in the selection list
      Target Instance
      • Hourly
      • Overtime
  2. Create a conditional calculation that returns line amounts for payroll results (number of hours worked) for hourly or overtime pay.
    1. Access the
      Create Conditional Calculation
       task.
    2. As you complete the task, consider:
      Field
      Value
      Name
      Regular or Overtime Hours Worked in Period
      Category
      Absence
      Order
      a
      Condition
      Pay Component is Hourly or Overtime Pay
      The instance set comparison calculation you created earlier.
      Result
      Workday Payroll Related Result Line Amount
      Default Response
      0
  3. Create an aggregate calculation that sums the number of hours worked in a period.
    1. Access the
      Create Aggregate Calculation
       task.
    2. As you complete the task, consider:
      Field
      Value
      Name
      Actual Hours Worked in Period
      Category
      Absence
      Function
      Sum
      Operand
      Regular or Overtime Hours Worked in Period
      The conditional calculation you created earlier.
      Instances for Operand Calculation
      Payroll Hours Related Result Lines for Period - Position
  4. Create an arithmetic calculation that divides the number of hours worked in a period to calculate the accrual.
    1. Access the
      Create Arithmetic Calculation
       task.
    2. As you complete the task, consider:
      Field
      Value
      Name
      Accruals for Pay Period
      Category
      Absence
      1st Operand
      Actual Hours Worked in Period
      The aggregate calculation you created earlier.
      Operator
      Divide
      2nd Operand
      16
  5. Create the accrual.
    1. Access the
      Create Accrual
       task.
    2. In the
      Calculation
       field, select
      Accruals for Pay Period
      .
Maria accrues 1 hour of time off for every 16 hours she works in her primary position.